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Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4ReportedManaged Assets$98.837MTotal holdings70
Assets growth rate2.72%Assets growth rate (2-Q avg)7.88%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Boyce & Associates Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.837M in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GTLSChart Inds Inc
Recent Activity
Decreased -13.09%
0.45%
$437,024
2,290 shares@ $190.85 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -5.71%
0.32%
$309,814
1,830 shares@ $169.3 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -1.3%
0.26%
$251,453
5,306 shares@ $47.4 avg price
NTRNutrien Ltd
Recent Activity
Decreased -8.05%
0.23%
$219,723
4,910 shares@ $44.76 avg price
HYLNHyliion Holdings Corp
Recent Activity
Decreased -5.05%
0.07%
$67,771
25,966 shares@ $2.61 avg price